Hand Benefits & Trust Announces the Nottingham Advisors Collective Investment Funds
Hand Benefits & Trust (HB&T), a BPAS company announced today the launch of two new collective investment funds (CIFs) in collaboration with Nottingham Advisors.
Apr 25, 2019
Houston, TX (April 25, 2019) — Hand Benefits & Trust (HB&T), a BPAS company announced today the launch of two new collective investment funds (CIFs) in collaboration with Nottingham Advisors. HB&T is a leading national provider of employee benefit trust services including Collective Investment Trusts (CITs).
The Nottingham Advisors ESG Global All Asset and ESG Global Balanced Funds are dedicated to environmental, social and governance strategies. They bring together best-in-class managers specializing in ESG investing through a highly diversified portfolio of mutual funds, exchange traded funds (ETFs) and individual bonds. With its global scope, these new CIFs can be a total portfolio solution for investors.
Created by the Hand Composite Employee Benefit Trust and sponsored by Hand Benefits & Trust, a BPAS company, the CIF will enable Nottingham to service a wide range of institutional investors, especially in the defined contribution market where plan sponsors are seeking compliant and more cost effective investment options.
“It’s broadly recognized that there’s a growing demand among 401k participants for ESG investment options. Our funds satisfy that demand in a way that’s simple for plan sponsors and advisors to implement; a single line-item solution,” said Nottingham Advisors Chief Investment Officer, Larry Whistler, CFA. “ESG investing has become increasingly popular as more people want to invest in ways that align with their values. There’s also growing evidence that companies ranked highly by ESG metrics can have higher returns on equity, lower risk factors, and lower volatility.”
“As trustee, administrator, and transfer agent, we are looking forward to working with the Nottingham Advisors team,” added Stephen Hand, HB&T President. “CIFs generally provide for lower expense ratios, flexibility with underlying securities, and simplified 404(a)(5) compliance, which will make it easier for Nottingham Advisor clients to achieve their retirement goals.”
The Nottingham Advisors ESG Global All Asset and ESG Global Balanced Funds CIFs launched on April 1, 2019 and will be accessible to eligible retirement plans through most recordkeeping platforms.
Following the creation of Nottingham’s ESG separately managed account (SMA) strategies in the second quarter of 2018, the firm has been focused on solutions for both the retail and institutional 401K markets — and has been increasingly embedding ESG analysis across its broader investment platforms.
NOTTINGHAM ESG GLOBAL ALL ASSET CIF R1 – 41023L761
NOTTINGHAM ESG GLOBAL BALANCED CIF R1- 41023L738
About Nottingham Advisors
Founded in 1981, Nottingham is an SEC registered investment advisory (RIA) firm headquartered in Buffalo, NY. Nottingham offers a risked-based suite of ESG collective funds that can serve as a comprehensive solution for financial professionals, institutions and retirement plans seeking strong risk-adjusted performance through investments that match their values. For more information about Nottingham’s offerings, visit www.nottinghamadvisors.com or call 716-633-3800.
About BPAS and HB&T
BPAS is a national provider of retirement plans, benefit plans, fund administration, and collective investment trusts. We support 3,800 retirement plans, $77 billion in trust assets, $1 trillion in fund administration, and more than 450,000 participants. With our breadth of services, depth of creative talent, and financial resources, we are well positioned to help our clients solve their benefit plan challenges without the need to engage multiple providers. One Company. One Call.
The BPAS family of services includes: Plan Administration & Recordkeeping, TPA, Actuarial & Pension, VEBA & HRA/HSA, Fiduciary, AutoRollovers & MyPlanLoan, Healthcare Consulting, Transfer Agency, Fund Administration, Custody, and Collective Investment Trusts.
Specialty practices include: Auto Enrollment Plans, Multiple Employer Trusts/Plans, Plans with Employer Securities, Puerto Rico Section 1081 Plans, VEBA HRA Plans, Cash Balance Plans, Collective Investment Trusts, and Fund Administration.
BPAS subsidiaries include: Hand Benefits & Trust, NRS Trust Product Administration, Global Trust Company, and BPAS Trust Company of Puerto Rico.
As a solutions-oriented national practice, we are committed to “Solving Tomorrow’s Benefit Challenges Today.” Visit bpas.com for more information.